What You'll Learn In Today's Episode:

  • Why you need to have open communication with clients.
  • The importance of a morning ritual.
  • What Matt and Micah’s teams do during surge weeks.
  • The benefits of having a home office.
  • Why you should make clients aware of what tax bracket they’re in.

What If You Can Transform Your Practice In 12 Months?

Make the first step and apply for your FREE Business Growth Session!

Apply Now!

Podcast Article:

Are you being your most productive self in your meetings? Today Matt and Micah discuss how to add massive value to your meetings, and therefore your clients. They will share what their teams do to maximize efficiency during a surge week and ensure things run smoothly.

Listen in as they explain the importance of systematizing everything you can, so you can be certain your clients and employees know what they can expect from you and your team. You’ll learn the benefits of having a morning ritual, why open communication with clients is key, and what question you should start asking to set the right tone in your practice.

Recommended Podcast

Building a Collaborative Financial Firm With Matthew Daugherty 

The Dangers of Competing on Price

See More

Why One Percent Is For Discount Advisors?  [Episode 354]

Integrity is key in pricing!

See More

Unlocking M&A Secrets with Ted Jenkin

You need to lean into change

See More

Contact Us